About Us

 

"We exist to have a positive impact in people's lives by building long-term relationships with our clients and our community , leaving them better off for having partnered with us."

Meet our team

Wealth Management Advisor and Portfolio Manager
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"Physicians are part of the fabric of a vibrant community and to be able to assist and serve those who help us so much is incredibly meaningful ..."

The purpose of the business to us is the ability to bring moving parts of a financial life together, bridging the personal goals with the present lifestyle.  This is important as success from the perspective of wealth is more than returns, it is about the choices we make as to how we can use our cash flow to build a life that matters personally and being able to play a role in helping physicians achieve that lifestyle for them.  Seeing someone succeed, being a part of that, through our relationships, is rewarding.  And watching people gain confidence, knowing they can live now and in the future their way, is an incredible feeling.

For us, we work on solving problems, finding options for solutions, and providing perspective for people to succeed on the terms that have meaning to them.  It is about family, wellness, education, and bringing a level of care and excellence that adds value to their lives, operating at a higher standard.  The idea of service is lacking in our world today, and we focus on providing service to add value.  

Wealth Management Advisor and Portfolio Manager
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"My wife's father was a doctor, as was her uncle, and both her brother and sister-in-law are physicians, so we appreciate the dynamics ..."

In working with physicians, we respect their time more than anything.  We know they are busy, dedicated to their work, and looking for support to be able to live their life without getting mired in the details of their finances.

We see our relationships with our clients as professional friendships and enjoy seeing the turning points in their lives, and ensuring the financial aspects of life are handled for them so they can enjoy the journey, knowing they are on track.  The best moments we have in our work is talking about key events in our clients' lives and sharing their pleasure in the achievement - and sometimes even getting a hug!

Our conversations and meetings give us space to understand what is important to each of them and working to ensure they provide the security for their families that is so meaningful to them.

Branch Administration Manager
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Sharon is like our orchestra conductor, she oversees the team to ensure everything gets done for you on a timely basis. She provides oversight on banking, investing, corporate cash flow planning, tax harvesting, CRA tax payments and all other administrative services. Sharon’s daily objective is to save you time and money.

Over the last 23 years, Sharon has managed our growing office, while developing a strong and flexible office support system. She has become an integral part of the team. Sharon obtained her Fellow of the Canadian Securities Institute Designation in 1997 and in 2004 completed the "Certificate of Human Resource Management Program” through Saint Mary’s University.

Sharon is a wonderful wife and grandmother and loves to spend time with her grandchildren, Kaydence and Ewan.

Investment Associate
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Wendy is responsible for maintaining our client communication protocol. This includes the coordination of events, managing our value-added services, and our client concierge service.  Wendy is an implementer; her primary objective is to ensure our clients benefit from our total client experience.

A graduate of the Canadian Securities Course, Wendy was recognized by her colleagues as an honoree for the National Bank 2017 Elite Club, exemplifying the high standards she has delivered in the industry. This is an award in which made the entire team very proud.

Wendy and her husband Andy, enjoy spending time with their daughters Lindsay and Hayley and extended family and friends.  Wendy loves to garden, cook healthy meals, and kayak on the beautiful lakes and coastlines of Nova Scotia.

Investment Associate
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Every successful team needs a Janice. Detail-oriented with a high sense of follow-through, Janice helps us coordinate your cash flow so you can focus on the tasks that are most important to you.

Janice is the “private banker” of our team; she also monitors retirement accounts and coordinates with external resources such as accountants and other financial institutions. She joined the firm in the summer of 1994 and has been a key contributor ever since.

Janice loves dogs and in her leisure time enjoys spending time with her Schnauzer, Rosie.

Investment Associate
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Chris has the important responsibility of generating client reports and planning projections. This information is crucial to our continuous client planning and oversight process. Chris understands the significance of accuracy and confidentiality of your personal information.

A graduate of St Mary’s University with a Bachelor of Commerce, Chris is interested in furthering his studies in the areas of finance, accounting, and economics.

A native Haligonian, Chris enjoys lifting weights, running, scuba diving, snowboarding and loves to travel. 

Investment Associate
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Bruce takes great pride in being the central point of contact for clients. He understands the complexity of your lives. He is effective in coordinating schedules to accommodate timely review meetings and regular dialogue.

A team member for nine years, Bruce has completed a two year accounting program at NSCC. Not just a friendly voice; Bruce has a knack for assisting clients with your cash flow management.    

During his free time, Bruce enjoys gardening and spending time at his cottage in Country Harbour, Guysborough County with his partner Wade and their dog, Penny.

Investment Associate
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William is responsible for all client trading and portfolio monitoring. His sharp mind enables him to keep a watchful eye on the marketplace to ensure you receive the proper execution of all transactions. He also provides the partners with an extra set of eyes, to stay abreast of each day's economic developments.  

A graduate of Acadia University with a Bachelor of Business Administration (Finance), William is a graduate of the Canadian Securities Course.

William enjoys an active lifestyle, especially anything involving nature and the outdoors. William has a broad range of interests, especially those relating to child poverty, the environment, and humanitarian relief.

Meet our partners

Susanne Greisbach, B.C.L., LL.B

The Taxation, Retirement and Estate Planning Team from National Bank Trust

We work closely with this team of multidisciplinary experts who provide knowledge and advice that complement our service offering . These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

Alexandra McInroy

Senior Personal Banker

Alexandra leverages our association with National Bank and provides you access to a full suite of tailor made banking solutions designed exclusively for you.

 

Alain Grenier

Insurance Advisor

Alain has extensive knowledge of risk management; life, disability & estate insurance, as well as corporate/personal planning.

Contact us

Get contact information for our team members and find out where our offices are.

 

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Main Line 902-425-1283

Toll Free  866-243-1070